Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2024 FMG Suite.
Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Securities Corporation. Branch Office: 4606 Park Springs Blvd, Suite 140, Arlington, TX 76017. Securities and investment advisory services offered through Lincoln Financial Securities Corp., a broker/dealer (member SIPC) and a registered investment advisor. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals. Phoenix Wealth Partners is not an affiliate of Lincoln Financial Securities Corp.
Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
LFS-5971446-092223
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
e.
